Client Onboarding Implementation Specialist

Fairygodboss

Plano (TX)

On-site

USD 70,000 - 110,000

Full time

7 days ago

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Job summary

JPMorgan Chase in Plano, TX, is seeking a Client Onboarding Associate to lead client onboarding for treasury and banking product implementations, guiding new and existing clients to the Chase platform. This role uses strong project management to create seamless onboarding experiences and build trusted client relationships from the first interaction.

You will apply your program management skills to analyze and resolve onboarding challenges, ensure policy compliance, and drive ongoing improvements

Qualifications

1+ years of experience managing and executing strategic initiatives in a professional field.
Proven ability to lead client onboarding processes, transitioning clients to new banking platforms.
Experience in conflict management and fostering collaboration in a professional setting.
Experience driving continuous improvement in operating platforms using design thinking.
Proficiency in data and tech literacy with willingness to adopt new technologies.

Responsibilities

Lead the execution of client onboarding initiatives to transition clients to the Chase platform.
Analyze and resolve onboarding issues while ensuring compliance with technical standards and policies.
Use emotional intelligence to manage conflicts and foster team/client collaboration.
Drive continuous improvement of the operating platform through innovation and design thinking.
Plan and organize day-to-day work of the team within established procedures.